StockDriftsStockDriftsTop 50 LGT Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 19.92% | 5.0K | $3.8M | +0.04%(+2) | $436.23(+77.32%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 10.7% | 35.8K | $2.0M | -11.82%(-4.80K) | $56.76(+1.83%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.13% | 4.7K | $1.3M | -2.10%(-100) | $145.65(+110.55%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.97% | 3.0K | $1.1M | -8.17%(-269) | $308.81(+62.80%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 4.5% | 5.1K | $851K | +0.18%(+9) | $158.07(+23.32%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.69% | 2.0K | $509K | +33.55%(+508) | $171.57(+45.32%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.29% | 7.0K | $433K | new | $46.10(+35.41%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.04% | 1.1K | $386K | +0.00%(+0) | $151.69(+131.70%) | 2026-06-30 | |
| MBB | ISHARES TR | 1.98% | 4.0K | $375K | -7.31%(-313) | $93.53(-0.41%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.9% | 1.5K | $359K | +0.33%(+5) | $128.35(+114.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.74% | — | — | +33.99% |
| Top 20 Holdings Unweighted | +12.74% | +43.31% | — | — | +52.55% |
LGT Financial Advisors LLC reports $18.91M in US-listed equity holdings across 223 positions in its most recent 13F filing. Its largest disclosed positions are SPY (19.9%), JEPI (10.7%) and AAPL (7.1%). The top 20 holdings account for 68.48% of reported assets. Its disclosed equity book has returned +34.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LGT Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965191). View LGT Financial Advisors LLC’s 13F filings on SEC